Stegner Investment Associates

Stegner Investment Associates as of June 30, 2022

Portfolio Holdings for Stegner Investment Associates

Stegner Investment Associates holds 19 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Grwt Etf (IVW) 39.5 $41M 681k 60.35
Ishares Tr Rus Mid Cap Etf (IWR) 22.5 $24M 363k 64.66
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 10.9 $11M 66k 171.83
Ishares Tr Rus 1000 Etf (IWB) 5.3 $5.5M 27k 207.78
Ishares Tr S&p 500 Val Etf (IVE) 3.5 $3.6M 26k 137.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.3 $3.4M 9.8k 346.91
Ishares Tr Rus 1000 Val Etf (IWD) 3.2 $3.3M 23k 144.99
Ishares Tr Core S&p500 Etf (IVV) 2.8 $2.9M 7.6k 379.12
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 2.1 $2.1M 38k 56.27
Ishares Tr Msci Eafe Etf (EFA) 1.2 $1.3M 21k 62.47
Ishares Tr Rus 2000 Val Etf (IWN) 1.0 $1.1M 7.8k 136.15
Ishares Tr Russell 2000 Etf (IWM) 1.0 $1.1M 6.3k 169.41
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $1.0M 4.8k 218.68
Ishares Tr Rus Mdcp Val Etf (IWS) 0.8 $828k 8.1k 101.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $693k 1.8k 377.45
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $365k 4.6k 79.12
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.3 $354k 15k 23.77
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $346k 1.7k 206.07
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $297k 3.9k 75.23